Taskade Genesis turns a single prompt into a live satisfaction survey — collecting responses, spotting trends, and surfacing follow-up actions — so you act on feedback before clients churn.
What Is a Client Satisfaction Survey?
A client satisfaction survey collects ratings, open comments, and NPS scores after a project or service interaction. Most teams gather this data and then nothing happens with it. Taskade Genesis solves that: an embedded AI agent reads every response, flags at-risk accounts, and drafts personalised follow-up messages — runs on autopilot.
Why Use This Template?
Unanswered feedback is the fastest path to silent churn.
- Persistent AI memory: The agent remembers previous survey cycles and spots declining scores over time rather than treating each response in isolation.
- Table view dashboard: Responses populate a sortable database — filter by score, date, or service line in seconds.
- Automated follow-up: Low scores trigger an automation that queues a personal outreach task for the account owner.
- 100+ integrations: Push flagged responses to your CRM or Slack channel via two-way connectors.
- Custom domain delivery: Share a branded survey URL on your own domain (Business+).
Who Should Use This Template?
- Agency principals monitoring client health across multiple accounts
- Customer success managers tracking post-onboarding satisfaction
- Consultants collecting structured post-project reviews
- SaaS teams running quarterly business reviews
- HR departments measuring internal service quality
How To Get Started?
- Click Use Template to clone this survey app in one step — no setup required.
- Customise rating scales, question wording, and the threshold that triggers low-score alerts.
- Connect your CRM or Slack via the automate hub so flagged responses route to the right owner.
- Send the survey link at project close; responses land in your Table view immediately.
- Review the AI-generated insight summary weekly and act on flagged accounts first.
Find more client management tools in the Taskade community or browse AI apps.